Fully featured. Full of context.

Multichannel

Zia

Automation

Analytics

Customization

Process

Collaboration

Security

Developer

Multichannel

Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.

SalesSignals

Bring all your channels together in an organized timeline, and reach out to every prospect.

Portals

Zia - Artificial Intelligence

As Zia learns about your business and your team, it will offer predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle.

Territory Management

Customization

Customize standard modules, add additional functionalities, and make Zoho CRM work the way you do. With custom views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer.

Layouts

Create layouts for different processes, control what data enters your CRM, and close more sales in less time.

Sandbox

Translations

Provide multi-language support to your users by translating default modules to localize your sales and marketing.

Process management

Does your sales team know what to do at each stage in the pipeline - and do they follow the playbook? With Blueprint, your sales team knows at every turn what to do next. Define your sales process, and all your team has to do is follow it.

Blueprint

Build and execute custom sales processes with Blueprint—the easiest way to do process automation.

Approval Process

Approval Rules in Zoho CRM help you get the right sales agents on board to resolve pending requests.

Pipeline Management

Your team will identify quality leads, decide who to assign them to, discover the right deals to follow up on, and exceed your revenue targets. Plus, you will get much better visibility of your sales pipeline.

Lead Management

Capture leads, automate lead scoring, identify the ones that will convert, and follow up with context.

Lead Scanner App

Security

Your security is our first priority. We understand every organization must strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Zoho CRM meets both of these requirements.

Roles, Profiles, and Teams

Assign roles for users, define permissions, and control access to information in Zoho CRM.